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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,371 | $50,554-51.8% | $67,681-64.0% | $87,485-72.1% |
| Participation rate | 91.8% | 67.7%+24.1pp | 73.7%+18.1pp | 68.9%+22.9pp |
| Annual return | 6.03% | 17.81%-11.8pp | 590.58%-584.6pp | 26.06%-20.0pp |
| Employer contribution / active EE | $1,063 | $1,988-46.5% | $2,678-60.3% | $2,596-59.1% |
| Participant deferral / active EE | $2,462 | $2,961-16.8% | $3,976-38.1% | $4,274-42.4% |
| Admin fee / account holder | $836 | $4,132-79.8% | $6,100-86.3% | $7,775-89.2% |